Cement Net Video: Tapai Group: Sales Season Is Coming, Cement Prices in the Pearl River Delta Are Rising

2025-09-12 14:25:30

Recently, Tapai Group said in the investor relations activities that July and August are the traditional off-season, with more high temperatures, typhoons and rainy weather, the downstream construction progress is generally blocked, the construction activities are slowing down, and the demand is weakening in stages, which is basically flat compared with the same period last year and declining compared with June. September will begin to enter the traditional sales season, and the price of cement in the Pearl River Delta has begun to rise recently.

Recently, Tapai Group said in the investor relations activities that July and August are the traditional off-season, with more high temperatures, typhoons and rainy weather, the downstream construction progress is generally blocked, the construction activities are slowing down, and the demand is weakening in stages, which is basically flat compared with the same period last year and declining compared with June. September will begin to enter the traditional sales season, and the price of cement in the Pearl River Delta has begun to rise recently. 

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Correlation

On February 25, 2026, Jianhua Building Materials (Zhongshan) Co., Ltd. was fined 10,000 yuan by the government of Xiaolan Town, Zhongshan, Guangdong, for releasing overloaded vehicles.

2026-03-06 15:14:01

Western Cement issued a performance forecast, expecting a net profit of 833 million yuan to 895 million yuan in 2025.

2026-03-06 10:21:42

Peng Shou, deputy to the National People's Congress, said during the two sessions that real estate will become a new driving force for consumption, driving the development of new materials, artificial intelligence, digital economy and other industries.

2026-03-06 09:39:23

Recently, the oil well cement produced by Jiahuateshui was successfully exported to the Gabonese Republic, realizing the first export to Africa and the first US dollar settlement, marking a solid step towards the internationalization of the company's special cement products.

2026-03-05 17:02:24

Major cement enterprises in Guanzhong area of Shaanxi Province notified on March 4 to raise the price of various types of cement by 30 yuan/ton.

2026-03-05 16:24:41

Leading cement enterprises in Shijiazhuang, Hebei and surrounding areas such as Xingtai, Handan, Cangzhou and Hengshui have been notified to raise cement prices by 50 yuan/ton since March 1.

2026-03-05 15:20:36

On March 5, Peng Shou, deputy to the National People's Congress, said during the two sessions that real estate will become a new driving force for consumption and promote the development of new materials, artificial intelligence, digital economy and other industries.

2026-03-05 14:13:43

Shanshui Cement announced its 2025 results, with operating revenue of approximately RMB11.561 billion, representing a decrease of 20.3% as compared to 2024. The loss attributable to shareholders of the company was about 983 million yuan, compared with 141 million yuan in the same period last year, an increase of about 599.11%.

2026-03-05 10:57:15

Since March 1, the cement transaction price of some major enterprises in Guangdong Pearl River Delta and other places has been lowered by 20 yuan/ton in bulk and 30 yuan/ton in bags. The rest of the industry in the region will follow up one after another, and the specific implementation remains to be observed.

2026-03-04 14:53:07

By the end of 2025, China's cement enterprises have invested in 92 production lines overseas, with a total production capacity of 9000 tons 10247, an increase of 14.896 million tons over 2024, an increase of 17.01%. Huaxin Cement ranked first with 26.598 million tons, followed by Taiwan Cement, Conch, Red Lion and Western Cement.

2026-03-04 13:18:01

From January to February 2026, at least 36 clinker production lines will supplement production capacity, totaling 12.8292 million tons (calculated by 300 days, the same below), and 20 production lines will be withdrawn, with a total capacity of 19.53 million tons.

2026-03-03 10:50:07

Recently, Feidong Conch New Building Materials Co., Ltd. was established with legal representative Cheng Xiaobing and registered capital of 30 million yuan.

2026-03-02 17:19:33

Recently, Sinoma International and African cement giant Dangote Cement formally signed a strategic framework agreement worth more than $1 billion.

2026-03-02 15:53:44

Assets such as land use rights, buildings, structures and other ancillary facilities, special railway lines and equipment under the name of Chibi Zhongnan Cement will be auctioned again, with a starting price of 85.9087 million yuan.

2026-03-02 15:06:07

The national cement market is in the early stage of resumption of work after the festival, the terminal demand has not yet fully started, and the price shows the characteristics of regional differentiation.

2026-03-02 14:00:50

On the evening of March 1, CRRC announced that the company agreed to appoint Mr. Qu Xiaoli, former deputy general manager of China Building Materials Group, as the company's chief financial officer (chief accountant).

2026-03-02 10:16:00

The Department of Industry and Information Technology of Inner Mongolia issued the requirement of "Inner Mongolia continues to promote the normal peak staggering production of cement in the heating season of 2025-2026", and the normal peak staggering production of cement in this heating season will continue to be implemented for 5 months and 151 days.

2026-02-28 16:58:56

On the evening of February 27, Guangdong Tapai Group disclosed its performance report, which showed that in 2025, the company realized business income of 4.107 billion yuan, down 3.99% from the same period last year; the total profit and the net profit attributable to shareholders of listed companies were 797 million yuan and 634 million yuan, up 12.49% and 17.87% respectively from the same period last year.

2026-02-28 14:55:48

On February 27, Sinoma International held the first interim shareholders' meeting in 2026, deliberated and approved the proposal to change the company's name, registered capital and amend the articles of association. Its Chinese name is proposed to be changed from "China National Materials International Engineering Co., Ltd." To "China National Materials International Holding Co., Ltd.", and the English name is adjusted simultaneously.

2026-02-28 14:49:54

On February 26, China Building Materials Group, Wuhu City and Chery Automobile held a strategic cooperation promotion meeting in Wuhu Chery Automobile Research Institute.

2026-02-28 10:19:34

On February 25, Taiwan Cement announced that its subsidiary TCC International Limited sold 76.875 million shares of Conch Cement at an average price of about HK $25.43 per share, with a total transaction value of about HK $1.955 billion (about RMB 1.709 billion).

2026-02-27 11:35:44

According to incomplete statistics, up to now, 16 regions in China have issued investment plans for key projects in 2026, with a total of more than 12000 key projects and a total investment of more than 32 trillion yuan. It is expected that the centralized construction of major projects will effectively stimulate the demand for cement.

2026-02-27 10:21:42

Recently, the industry and information departments of Hebei, Zhejiang and Heilongjiang provinces have issued a number of announcements on capacity replacement schemes. It is found that four cement clinker production lines with a capacity of more than 4000t/d have been replaced and withdrawn.

2026-02-26 16:40:22

China Cement Network will hold the "15th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou on April 9-10, and the "Cement Economy 50 Forum (C50)" will be held at the same time.

2026-02-26 15:15:03

On the evening of February 25, Conch Venture announced that Anhui Conch Group intends to acquire additional shares of the company. Upon completion of the acquisition, Conch Group will directly and indirectly hold approximately 21% of the issued share capital of the Company, and the total voting rights with persons acting in concert will not exceed 30%. It intends to restructure the composition of the board of directors of the Company, and Conch Venture will become its subsidiary.

2026-02-26 10:05:19

Recently, according to a property rights trading platform, Zhengzhou Coal Industry Group Longli Cement 100% equity and related creditor's rights transfer, the transfer base price has not yet been disclosed.

2026-02-25 11:21:28

On February 25, Conch Cement announced that its controlling shareholder, Conch Group, planned to increase its holdings of a shares through centralized bidding with its own and self-financing funds within six months from the date of the announcement, with an amount not less than 700 million yuan (incl uding) and not more than 1.4 billion yuan (including).

2026-02-25 09:35:16

According to the tracking of China Cement Network Cement Big Data Research Institute, 12 clinker lines are planned to be put into operation in 2026, with a capacity of nearly 18 million tons, and more than 10 million tons are technological upgrading or relocation projects. The release progress of new production may still be less than expected, and the overall supply pressure is controllable.

2026-02-24 15:15:03

Since February 24, major cement enterprises in Northeast China have notified a price increase of 40 yuan/ton, and the implementation remains to be observed.

2026-02-24 13:38:22

Qu Xiaoli was appointed to the Standing Committee of the Party Committee of China National Automobile Group, removed from the Standing Committee of the Party Committee of China National Building Material Group, and no longer served as deputy general manager of China National Building Material Group.

2026-02-24 11:39:50

Recently, the price of clinker in the Yangtze River Delta region has fallen by 20 yuan/ton. Affected by this, the cement transaction price of some major manufacturers in Nanjing, Yangzhou, Taizhou and other places around February 4-5 went down by about 10-25 yuan/ton, while the rest of the market was weak and stable.

2026-02-06 16:28:04

During the Fourth Session of the 14th National People's Congress of Anhui Province, Yang Jun, deputy to the People's Congress of Anhui Province, Secretary of the Party Committee of Conch Group and chairman of the board of directors, said in an interview with CCTV that the promotion of dry ice as an auxiliary material for explosive blasting should be accelerated to promote green and low-carbon development.

2026-02-06 13:23:42

Recently, Sichuan Cement Association issued the "Notice on Staggered Peak Production in the First Quarter of 2026". In the first quarter of 2026, the number of days of off-peak production and kiln shutdown for each clinker production line will be "60 + X" days.

2026-02-06 11:10:48

On February 5, the Hurun Research Institute released the "2025 Hurun China Top 500", in which Red Lion Holdings and Taiwan Cement were selected.

2026-02-05 17:30:16

On February 3, the Changjiang County Emergency Management Bureau released an investigation report on the "10.22" mechanical injury accident of China Resources Cement (Changjiang) Company. The company's belt corridor collapsed in October last year, resulting in one death and a direct loss of 2.875 million yuan.

2026-02-05 17:11:49

According to market feedback, in order to stabilize the market and prevent further decline in off-season prices, leading enterprises in Shijiazhuang, Hebei, notified an increase in cement prices by 30 yuan/ton on February 5. However, in view of the current demand has not yet recovered, the actual implementation still needs to be tracked continuously.

2026-02-05 14:58:32

Recently, according to the information disclosed by Credit Anhui, Wuhu Conch Cement was fined 21.57 million yuan for illegal land occupation, and was ordered to return the land occupied and confiscate illegal buildings on agricultural land.

2026-02-05 14:21:42

Recently, Zhenjiang Conch Cement, a subsidiary of Conch Cement Holdings, has been approved to produce 2 million tons of new environmental protection cement grinding station, 1.2 million square meters of high-end high-quality concrete, 3 million tons of logistics transfer and green new energy project (Phase I project). It is reported that the total investment of the project is 434 million yuan.

2026-02-05 11:48:12

On February 4, China Resources Building Materials Technology announced that the company's net return to its mother in 2025 is expected to increase by about 115% to 135% compared with the profit of 211 million yuan in 2024. Therefore, the net return to its mother in 2025 is calculated to be 454 million yuan to 496 million yuan.

2026-02-05 10:37:24

Recently, an online "Three-year Action Plan for Air Pollution Prevention and Control of Urban Agglomerations in the Middle Reaches of the Yangtze River (2026-2028)" (draft for comments) put forward a number of requirements for the cement industry in the middle reaches of the Yangtze River.

2026-02-05 10:12:49

On February 4, Jiangyan Group announced that the board meeting on February 3 had considered and passed a bill to appoint Li Shifeng as deputy general manager for the same term as the second board of directors.

2026-02-04 17:14:28

Recently, Zhangqiu Branch of Jinan Ecological Environment Bureau accepted the EIA report of Jinan Zhengzhitai Building Materials Cement Grinding Station Project with an annual output of 900000 tons.

2026-02-04 14:03:30

Recently, Shuifuyun Fuda Cement was punished for producing and selling unqualified masonry cement with excessive chloride ions.

2026-02-04 11:47:23

Due to the lack of stable clinker supply channels and scale advantages, the situation of independent grinding stations is particularly difficult, and it is difficult to alleviate in the short term.

2026-02-04 10:18:24

Recently, the 2025 annual performance forecast of several cement enterprises was released.

2026-02-03 14:40:13

The People's Government of Xiangshui County, Yancheng City, Jiangsu Province, announced on February 3 that at 17:00 on February 2, a tie arch beam collapsed during the construction of the Yuegang Bridge on the Lianshen Line, which was constructed by the 12th Bureau of China Railway. At present, two people were seriously injured in the accident and died after being sent to the hospital for rescue, and three people lost contact.

2026-02-03 09:43:31

On February 1, China Building Materials announced that the Group's annual loss in 2025 was expected to be about 2.3 billion yuan to 4 billion yuan, and its profit in the same period in 2024 was about 2.387 billion yuan, with a year-on-year decline in performance.

2026-02-02 11:05:22

On January 30, Ningxia Building Materials announced that the company held the 35th meeting of the eighth board of directors to consider and approve the proposal to elect Zhu Bing as chairman and Jiang Minggang as legal representative. The next day's announcement said that Wang Yulin no longer served as chairman and non-independent director due to job transfer.

2026-02-02 10:20:01

On January 31, Evergreen, an A-share listed company, issued an annual performance forecast. The company expects its performance to rise sharply from January to December 2025. The net profit attributable to shareholders of listed companies will be 23.5 million to 35 million, and the net profit will increase by 78.46% to 165.79% year on year.

2026-02-02 09:40:06

On January 28, Hangzhou Bureau of Ecology and Environment announced the technical renovation project of 600000 tons of cement grinding line of Jiande Red Lion Cement.

2026-01-30 17:08:40

Recently, Luzhou Economic and Information Bureau announced the list of cement clinker production lines in Luzhou (hereinafter referred to as the "list"). The list shows that there are five cement clinker production lines in Luzhou, of which only one is in production.